Notify sales channel of new proposal request details
Notify sales channel of new proposal request details
Your proposal requests and enrollment dates often live only in the CRM, delaying quote prep and handoff. Channel alerts give account executives and revenue ops the context they need to act same day.
Overview
When proposal requests sit only in the CRM, reps miss enrollment context and quote prep slows. This flow surfaces those requests into your sales channel so account executives and revenue ops can act and deliver quotes same day.